Our Performance

Overview

  • + {{ selectedModel.returnInception | percentage:1:100:'N/A' }} N/A

    PERFORMANCE*

  • {{ selectedModel.returnInceptionAnnualised | percentage:1:100:'N/A' }} N/A

    ESTIMATED INCOME P.A.

  • {{ selectedModel.timeframe }}

    SUGGESTED TIMEFRAME

  • {{ selectedModel.riskRating }} Risk

*Return per annum since {{ selectedModel.inceptionDate | date:'dd MMM yyyy' }} after investment and admin fees as at {{ selectedModel.returnDate | date:'dd MMM yyyy' }}.

Allocation

{{ i.name }}
{{ getAssetAllocationValue(i) | percentage:2:100 }}

PERFORMANCE TO {{ selectedModel.returnDate | date:'dd MMMM yyyy' }} 1 MONTH 3 MONTH 6 MONTH 1 YEAR 2 YEAR 3 YEAR 5 YEAR SI* (P.A.)
{{ selectedModel.name }} {{ selectedModel.stats.returns.adjReturn1Month | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Month | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn6Month | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn5Year | percentage:2:1:'N/A' }} {{ selectedModel.returnInception | percentage:2:100:'N/A' }}
{{ selectedModel.benchmark.name }} {{ selectedModel.benchmark.index.returns.return1Month | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return3Month | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return6Month | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return1Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return2Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return3Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return5Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.returnComparativeSI | percentage:2:1:'N/A' }}
Excess to Benchmark {{ selectedModel.stats.returns.adjReturn1Month && selectedModel.benchmark.index.returns.return1Month ? (selectedModel.stats.returns.adjReturn1Month) - selectedModel.benchmark.index.returns.return1Month : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Month && selectedModel.benchmark.index.returns.return3Month ? (selectedModel.stats.returns.adjReturn3Month) - selectedModel.benchmark.index.returns.return3Month : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn6Month && selectedModel.benchmark.index.returns.return6Month ? (selectedModel.stats.returns.adjReturn6Month) - selectedModel.benchmark.index.returns.return6Month : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.index.returns.return1Year ? (selectedModel.stats.returns.adjReturn1Year) - selectedModel.benchmark.index.returns.return1Year : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.index.returns.return2Year ? (selectedModel.stats.returns.adjReturn2Year) - selectedModel.benchmark.index.returns.return2Year : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.index.returns.return3Year ? (selectedModel.stats.returns.adjReturn3Year) - selectedModel.benchmark.index.returns.return3Year : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn5Year && selectedModel.benchmark.index.returns.return5Year ? (selectedModel.stats.returns.adjReturn5Year) - selectedModel.benchmark.index.returns.return5Year : null | percentage:2:1:'N/A' }} {{ selectedModel.returnInception && selectedModel.benchmark.index.returns.returnComparativeSI ? (selectedModel.returnInception / 100) - selectedModel.benchmark.index.returns.returnComparativeSI : null | percentage:2:1:'N/A' }}
  • Details
  • Underlying ETF Holdings
  • Fees
  • Reports
  • Unit Prices

Details

type DESCRIPTION
Style {{ selectedModel.style || 'N/A' }}
Risk Rating {{ selectedModel.riskRating || 'N/A' }}
Benchmark Index {{ selectedModel.benchmark.name || 'N/A' }}
Inception Date {{ (selectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
Minimum initial investment {{ (selectedModel.minimumInitialInvestment | currency:$:0) || 'N/A' }}
Estimated income per annum {{ selectedModel.returnInceptionAnnualised != null ? selectedModel.returnInceptionAnnualised + '%' : 'N/A' }} (including franking credits)

Underlying ETF Holdings

{{content.question}}

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter your SMS code' }}

A text message with your verification code was just sent to {{user.DayPhone}}

We cannot send you a code via SMS to {{user.DayPhone}}

Hi {{ user.FirstName }}, please provide your mobile number.

{{ content.trialHeading.replace('{0}', user.FirstName) }}

We'll send you a text message with a verification code to start your free trial.

Log in

{{ content.upgradeHeading.replace('{0}', user.FirstName) }}

The email address you entered is registered with vanbetmen.

Login or to reset your password, select Forgotten password

Email is required.
Email must be a valid email.
Password is required.
First name is required.
Last name is required.
Mobile phone number is required.
Mobile phone number is invalid.
You must accept the terms and conditions.

Already an vanbetmen member? Log in

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

OR

Looks you are already a member. Please enter your password to proceed

You have entered an incorrect email or password

Email is required.
Email must be a valid email.
Password is required.

Please untick this box when using a public or shared device

Not a member? Sign up

Forgotten password?

Your membership to vanbetmen Group recently failed to renew.


Please make sure your are up to date to continue your membership.


Having trouble renewing?

Please contact Member Services on or

You've recently updated your payment details.

It may take a few minutes to update your subscription details, during this time you will not be able to view locked content.


If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in.


Still having trouble viewing content?

Please contact Member Services on or

{{ upgradeCTAText }}

Updating information

Please wait ...

Trial

{{ productPrice }} / day
( GST included )
Price $0
Discount -{{productDiscount}}
GST {{productGST}}
TOTAL (inc. GST) {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

You have entered an incorrect email or password

Email is required.
Email must be a valid email.
Password is required.

Please untick this box when using a public or shared device

Not a member? Sign up

Forgotten password?

Fees

Reports

Portfolio Update
Portfolio Update
{{ i.title }}
{{ i.title }} Quarterly Report

Unit Prices

Date Buy/Entry Price Sell/Exit Price Distribution
{{ u.date | date:'dd/MM/yy' }} {{ u.entryPrice != null ? (u.entryPrice | currency:$:4) : '' }} {{ u.exitPrice != null ? (u.exitPrice | currency:$:4) : '' }} {{ u.distribution != null ? ((u.distribution / 100) | currency:$:6) : '' }}

There are no unit prices available.

Get the right mix of income and growth for your portfolio

Invest Posts

westpac dividend payment westpac bank share price anz login new zealand commbank managed funds commbank life insurance nab annual report nab premium credit card nab low rate www2 my commbank com au cba bank shares nab share price asx national australia bank share price today bank code westpac australia anz bank in australia